Price Is What You Pay. Value Is What You Get.
“An investor who does not do research is like a poker player who does not look at the cards.” – Peter Lynch McCaw Cellular Communications was founded in the mid-1960s as a cable television provider who started pivoting to cellular technology in the...Necessary but Insufficient: Monetary Boogeymen and Valuations
Over 200 years after the fall of Genghis Khan his empire was in tatters, split up among warring factions divided by tribalism and nominally ruled by outsiders in China and the Middle East. The title of “Khan” was still sought after for the status and privilege it...Invert, Always Invert
“All I want to know is where I’m going to die so I’ll never go there.”...Debunking Investment Myths
Alex Bavelas was a 20th century psychosociologist whose research was primarily focused on how information traveled and gained acceptance in small networks. After graduating from MIT, he moved to Stanford University to teach and while there conducted one of the most...Sign Up for Our Publications
